Milestone Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Milestone Investment Advisors’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$588K	Buy	8,707 +295	+4%	+$19.8K	0.13%	61
2026 Q1	$538K	Buy	8,412 +372	+5%	+$24.6K	0.13%	63
2025 Q4	$534K	Buy	8,040 +4,159	+107%	+$273K	0.13%	63
2025 Q3	$252K	Sell	3,881 -91,706	-96%	-$5.86M	0.06%	75
2025 Q2	$5.98M	Sell	95,587 -2,772	-3%	-$167K	1.56%	21
2025 Q1	$5.87M	Buy	98,359 +4,123	+4%	+$256K	1.63%	21
2024 Q4	$5.85M	Buy	94,236 +19,429	+26%	+$1.21M	1.59%	19
2024 Q3	$4.57M	Buy	74,807 +9,102	+14%	+$539K	1.28%	22
2024 Q2	$3.85M	Buy	65,705 +61,763	+1,567%	+$3.5M	1.02%	27
2024 Q1	$221K	Buy	+3,942	New	+$215K	0.06%	72

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Milestone Investment Advisors's HELO Position: Q2 2026 in Review

Milestone Investment Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.5% in Q2 2026, buying an estimated $19.8K and bringing the position to 8,707 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #61.

Milestone Investment Advisors first reported a position in HELO in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.98M in Q2 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Milestone Investment Advisors held 8,707 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $588K as of Q2 2026.
Milestone Investment Advisors bought 295 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $19.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.13% of Milestone Investment Advisors's portfolio in Q2 2026, its #61 holding.
Milestone Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 10 quarters since.
Milestone Investment Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $5.98M in Q2 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.